We're building an interactive walkthrough that shows you exactly how Paraplanr transforms a client meeting into a compliant advice letter in under 30 minutes.
See how Paraplanr handles real client meeting audio, a fact-find PDF, or raw meeting notes. Watch it extract objectives, circumstances, and risk profile automatically.
See AI-powered suitability letter generation in action. Watch Paraplanr reference client circumstances, justify recommendations, and ensure COBS compliance in real-time.
See the one-click export to Intelliflo. No re-keying, no manual entry—your back-office stays synchronized and audit-ready.
Waitlist building. Early feedback from beta partners.
Interactive demo launched. Closed beta for waitlist members.
General availability. Intelliflo integration live. Xplan in development.
Join the waitlist to get notified the moment the demo goes live.